News

Defense tech in Europe: From grants to private capital

European defense technology, traditionally grant-funded, is increasingly attracting private capital as geopolitical shifts and national priorities reshape the investment landscape. This transition necessitates a refined understanding of valuation, deal structuring, and risk for shareholders and investors.

How evolving AI adoption impacts SaaS ARR growth and valuation multiples for 2026

The rapid integration of AI is reshaping SaaS business models, directly influencing Annual Recurring Revenue trajectories and necessitating a re-evaluation of traditional valuation multiples. Companies failing to strategically leverage AI risk significant erosion of their competitive edge and enterprise value.

Series A for Ukrainian SaaS: real vs expected valuations

Ukrainian SaaS companies seeking Series A funding often face a significant gap between their valuation expectations and market realities. Understanding current market multiples and the impact of geopolitical factors is critical for successful capital raising.

AI startups: why investors are shifting from hype to operating metrics

The valuation landscape for AI startups is maturing, moving from speculative multiples to a rigorous focus on verifiable operating metrics and clear pathways to revenue generation. This shift demands a re-evaluation of how technology assets are assessed and presented for capital decisions.

Why IT companies are worth less than their founders expect

Founders often anchor their valuation expectations to early-stage metrics or isolated market highs, overlooking critical factors that depress enterprise value in later-stage transactions. This disconnect stems from a misunderstanding of how buyers assess risk, future growth, and operational maturity.

IT strategy for mid-market: when to commission consulting

Mid-market technology companies often face a critical juncture where an undefined IT strategy can directly impact enterprise value. Engaging external IT consulting becomes essential when internal capabilities are insufficient for capital events or significant operational shifts.

GovTech as an investment category: why interest is growing in the EU

The European public sector is projected to spend over €400 billion on IT by 2027, representing a compound annual growth rate (CAGR) of 6.7% from 2022. This substantial and consistent capital allocation, largely shielded from typical consumer market volatility, underpins the increasing investor interest in GovTech solutions across the EU. This trend is not merely […]

Earn-out in IT deals: how to structure to avoid post-closing conflicts

In the current M&A landscape, earn-out provisions are present in approximately 30-40% of all technology transactions, a notable increase from pre-2020 levels. This trend reflects a widening valuation gap between buyers and sellers, often driven by market volatility or differing growth projections, particularly within the SaaS and specialized IT services sectors. For shareholders seeking an […]